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Desia Team
Product
January 21, 2026
A firm's most valuable knowledge is often buried in its own history. Years of memos, research, and models often sit idle because they are difficult to surface when they are actually needed. Most of this work already lives in established file systems, and forcing teams to re-upload data just to use AI creates unnecessary friction and breaks version control.
Desia is designed to work directly on top of your existing file systems and drives. By connecting to your workspace, Desia allows teams to analyze, model, and draft documents without moving a single file.
Desia integrates with the tools finance teams use every day, including OneDrive, SharePoint, Google Drive, Box, and Notion. Because Desia tracks your files in their native environment, it preserves the context, folder structure, and version history. Teams can analyze historical materials, compare versions, and extract figures without duplicating data or breaking links.
This enables practical use cases that are often difficult or time-consuming to handle manually, such as:
Desia does more than just read your folders; it builds on them. You can generate new, fully editable outputs that mirror your firm's existing standards:
By meeting teams where they already work, Desia makes AI a natural extension of the financial workflow rather than an additional system to manage
Our large-scale natural language processing allows you to search, generate documents,and uncover answers to complex questions in minutes.
In Q3 2023, Company XYZ faced a major data breach, exposing customer information. The incident led to a 30% churn rate among enterprise clients over the next two months. Consequently, annual recurring revenue dropped from $30M to $23M by year-end 2023.
Revolutionize your firm's operations and join the leading institutions trusting Desia.
